EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$11M
3
+$6.92M
4
AMZN icon
Amazon
AMZN
+$5.04M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.75M

Top Sells

1
+$72.8M
2
+$15.8M
3
+$8.63M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$7.05M
5
VTV icon
Vanguard Value ETF
VTV
+$4.24M

Sector Composition

1 Financials 5.03%
2 Consumer Discretionary 4.19%
3 Technology 2.85%
4 Materials 2.12%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4K ﹤0.01%
134
+95
277
$4K ﹤0.01%
+162
278
$4K ﹤0.01%
26
-17
279
$4K ﹤0.01%
51
-20
280
$4K ﹤0.01%
30
+8
281
$4K ﹤0.01%
96
-555
282
$3K ﹤0.01%
+25
283
$3K ﹤0.01%
21
-313
284
$3K ﹤0.01%
130
-4,210
285
$3K ﹤0.01%
31
-4,260
286
$3K ﹤0.01%
34
+6
287
$3K ﹤0.01%
+500
288
$3K ﹤0.01%
+58
289
$3K ﹤0.01%
+45
290
$3K ﹤0.01%
+365
291
$3K ﹤0.01%
44
-1,816
292
$2K ﹤0.01%
43
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293
$2K ﹤0.01%
130
294
$2K ﹤0.01%
+14,000
295
$2K ﹤0.01%
13
-31
296
$2K ﹤0.01%
+28
297
$2K ﹤0.01%
26
-9
298
$2K ﹤0.01%
36
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299
$2K ﹤0.01%
230
-582
300
$2K ﹤0.01%
40
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10 11
12
13 14